+30.0%
RKLB vs PBF
+184.8%
-154.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.7% |
| 7D | -2.0% | +5.3% | -7.4% | -1.7% |
| 30D | -22.4% | +11.7% | -34.2% | -21.7% |
| 3M | -45.2% | +91.1% | -136.2% | -40.9% |
| 6M | -12.5% | +88.4% | -101.0% | -6.6% |
| YTD | -9.8% | +194.1% | -203.8% | +0.1% |
| 1Y | +30.0% | +180.4% | -150.4% | +55.2% |
| All | +30.0% | +184.8% | -154.8% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PBF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling